How to create a new estimate?

You can create a new estimate using the following steps in InvoiceOwl:

  • Open the right menu and tap on the Estimates option.
  • Click on the Create an Estimate button top right side of the Invoice page.
  • Add client details
  • Add item details
  • Add attachment details.
  • Add comments.
  • You can easily edit details such as Estimate Number, Estimate Date, and Add a deposit request. 
  • Click on the Preview tab to view your invoice details.
  • Click on the Save and Close button top right side.
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